Janiczek Wealth Management’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $297K | Sell |
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|
2024
Q1 | $276K | Hold |
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|
2023
Q4 | $245K | Sell |
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|
2023
Q3 | $203K | Buy |
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|
2023
Q2 | $179K | Buy |
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|
2023
Q1 | $172K | Sell |
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|
2022
Q4 | $191K | Buy |
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|
2022
Q3 | $87K | Buy |
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|
2022
Q2 | $45K | Buy |
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|
2022
Q1 | $44K | Sell |
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|
2021
Q4 | $78K | Buy |
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|
2021
Q3 | $44K | Buy |
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|
2021
Q2 | $31K | Hold |
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|
2021
Q1 | $29K | Buy |
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|
2020
Q4 | $6K | Buy |
|